IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.45B
AUM Growth
+$604M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,084
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$30.8M
3
+$29.6M
4
AMZN icon
Amazon
AMZN
+$24.9M
5
GFI icon
Gold Fields
GFI
+$20.3M

Top Sells

1
+$8.77M
2
+$5.55M
3
+$5.34M
4
EWJ icon
iShares MSCI Japan ETF
EWJ
+$4.93M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$4.69M

Sector Composition

1 Technology 11.98%
2 Financials 4.3%
3 Communication Services 4.05%
4 Consumer Discretionary 3.83%
5 Healthcare 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BFC icon
3851
Bank First Corp
BFC
$1.53B
$1.95K ﹤0.01%
16
FFTY icon
3852
Innovator IBD 50 ETF
FFTY
$89.2M
$1.95K ﹤0.01%
56
+3
OMCL icon
3853
Omnicell
OMCL
$1.77B
$1.95K ﹤0.01%
43
-17
DMAY icon
3854
FT Vest US Equity Deep Buffer ETF May
DMAY
$297M
$1.95K ﹤0.01%
43
-1,200
MART icon
3855
AllianzIM U.S. Equity Buffer10 Mar ETF
MART
$27.5M
$1.94K ﹤0.01%
50
AIRO
3856
AIRO Group Holdings
AIRO
$329M
$1.92K ﹤0.01%
235
+35
JCAP
3857
Jefferson Capital
JCAP
$1.29B
$1.92K ﹤0.01%
+86
DIVB icon
3858
iShares Core Dividend ETF
DIVB
$1.25B
$1.91K ﹤0.01%
+36
LCTD icon
3859
iShares World ex U.S. Carbon Transition Readiness Aware Active ETF
LCTD
$233M
$1.91K ﹤0.01%
35
+1
SMMV icon
3860
iShares MSCI USA Small-Cap Min Vol Factor ETF
SMMV
$286M
$1.91K ﹤0.01%
44
LFST icon
3861
Lifestance Health
LFST
$2.58B
$1.9K ﹤0.01%
270
-17
AADR icon
3862
AdvisorShares Dorsey Wright ADR ETF
AADR
$51.2M
$1.9K ﹤0.01%
+22
QQQJ icon
3863
Invesco NASDAQ Next Gen 100 ETF
QQQJ
$882M
$1.88K ﹤0.01%
51
GRFS icon
3864
Grifois
GRFS
$5.58B
$1.88K ﹤0.01%
201
-65
CVBF icon
3865
CVB Financial
CVBF
$2.56B
$1.86K ﹤0.01%
100
+3
DYN icon
3866
Dyne Therapeutics
DYN
$3.26B
$1.86K ﹤0.01%
95
-1
UPRO icon
3867
ProShares UltraPro S&P 500
UPRO
$4.38B
$1.85K ﹤0.01%
16
MDLN
3868
Medline Inc
MDLN
$34.8B
$1.85K ﹤0.01%
+44
DEA
3869
Easterly Government Properties
DEA
$1.03B
$1.84K ﹤0.01%
87
-152
KALU icon
3870
Kaiser Aluminum
KALU
$2.03B
$1.84K ﹤0.01%
16
DECT icon
3871
AllianzIM U.S. Equity Buffer10 Dec ETF
DECT
$117M
$1.83K ﹤0.01%
50
ASGN icon
3872
ASGN Inc
ASGN
$1.63B
$1.83K ﹤0.01%
38
-25
TK icon
3873
Teekay
TK
$1.05B
$1.81K ﹤0.01%
201
+135
BLMN icon
3874
Bloomin' Brands
BLMN
$505M
$1.81K ﹤0.01%
293
-434
BVS icon
3875
Bioventus
BVS
$593M
$1.8K ﹤0.01%
242
+7
153 154
155
156 157